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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
951
Wells Financial Advisors
Massachusetts
$240K -$78.3K -880 -25%
HFO
952
Heritage Family Offices
Arizona
$239K +$10.5K +118 +5%
HBW
953
Hazlett, Burt & Watson
West Virginia
$237K +$14.4K +162 +7%
SFA
954
Sequoia Financial Advisors
Ohio
$237K +$232K +2,603 New
CNTOF
955
Canandaigua National Trust of Florida
New York
$237K -$185K -2,076 -44%
WT
956
Whittier Trust
California
$237K – – –
PM
957
Penbrook Management
New York
$236K – – –
MFGM
958
Marshall Financial Group (Maryland)
Maryland
$236K -$196K -2,199 -46%
CWL
959
Causey Wealth LLC
Colorado
$235K -$57.4K -645 -20%
BFA
960
Beacon Financial Advisory
Ohio
$233K -$96.1K -1,080 -30%
RFN
961
RDA Financial Network
Iowa
$232K -$487K -5,467 -68%
IAG
962
Ipsen Advisor Group
Arkansas
$231K -$12.5K -140 -5%
RW
963
Ridgeline Wealth
Arizona
$230K -$26.7K -300 -11%
LSIA
964
LaSalle St. Investment Advisors
Illinois
$230K -$425K -4,779 -65%
TIA
965
Tiemann Investment Advisors
California
$230K – – –
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K -$416K -4,669 -65%
HCA
967
Harbour Capital Advisors
Virginia
$228K +$221K +2,481 New
DP
968
Dearborn Partners
Illinois
$228K – – –
LIP
969
Lighthouse Investment Partners
Florida
$227K +$222K +2,499 New
SCM
970
Shelton Capital Management
Colorado
$224K – – –
RW
971
Rede Wealth
Virginia
$223K -$1.42K -16 -0.6%
CMTU
972
Capital Markets Trading (UK)
United Kingdom
$222K +$217K +2,443 New
SFC
973
Strategic Financial Concepts
Texas
$219K +$214K +2,402 New
SGI
974
Swan Global Investments
Colorado
$218K -$766K -8,605 -78%
AWM
975
Alterna Wealth Management
Texas
$218K -$359K -4,029 -63%
37 38
39
40 41